Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · flat QoQ
Total position
$1.4B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-7.87%$1.3B1.2%Long-term growth / Global allocation
SandsⓘTrim-2.64%$104M0.39%High-conviction growth / Innovation-led
AKOTrim-4.33%$0M7.66%Quality growth / Concentrated long-term
What managers sayⓘ
2026-10-01Scottish Mortgage (Baillie Gifford)BullWrite-Up: Ask the ManagersDetail →
2026-09-25Scottish Mortgage (Baillie Gifford)BullAsk the ManagersDetail →
2026-09-02Aswath Damodaran (Musings on Markets)NeutralThe Scaling and Profitability Trade off: Venture Capital's Weakest Link!Detail →
2026-06-26Scottish Mortgage (Baillie Gifford)NeutralManager Review: Tom SlaterDetail →
2026-04-01Worldly PartnersBullFerrariDetail →
2026-03-31Scottish Mortgage (Baillie Gifford)NeutralScottish Mortgage Annual Report - including the Notice of AGM - March 2026Detail →
2025-10-01Colossus (Invest Like the Best / Business Breakdowns)BullExor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]Detail →
2025-09-30Scottish Mortgage (Baillie Gifford)NeutralScottish Mortgage Interim Financial Report - September 2025Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name